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Meet one of our expert podcast guests.

Peter de Silva

Chairman, CEO, Author, Taking Stock: 10 Life and Leadership Principles from My Seat at the Table

 

Highly experienced chairman, CEO, president, executive committee member, public and private company board director and trustee for nonprofit organizations and national charitable foundations. Harvard University senior fellow - Advanced Leadership Initiative.

30+ years of financial services experience in all facets of banking, wealth management, trading, investments, institutional asset management, asset servicing, retirement, retail and institutional brokerage, technology, and all corporate services. Recognized for the ability to drive outsized results by creating a compelling purpose and vision, building enterprise strategies, aligning resources, and executing the plan.

Strong executive leadership and board credentials. A high energy, highly engaged servant leader who is committed to developing world class talent and successful organizations. 

As former President of TD Ameritrade’s Retail business, Peter’s span of control was the strategic direction and support to more than 9MM retail investors with more than $650B in client assets. He led all facets of the Retail business including strategy; branches and sales; investor services; business analytics; client experience; digital, product, partnerships, and supervision & controls. de Silva led these groups through the successful integration of Scottrade Financial Services, including the conversion of $200B in client assets and 3.9 million client accounts to TD Ameritrade following the company’s acquisition in September 2017.  Peter was a member of the leadership team that sold TD Ameritrade to Charles Schwab. 

Peter served on TD Ameritrade’s executive team, the Senior Operating Committee, which shaped the strategic focus and direction of the organization.  

Prior to joining TD Ameritrade, de Silva led the Retail and Institutional divisions for Scottrade Financial Services and served on the company’s board and executive leadership team.  Before joining Scottrade in 2016, he was the president and chief operating officer of UMB Financial Corp from 2004 to 2015, and chairman and CEO of UMB Bank from 2004-2012.  From 1987 to 2004, de Silva worked as an executive at Fidelity Investments, where he served in several leadership positions, including senior vice president/general manager of Fidelity Retail, and senior vice president of Fidelity Brokerage Company.

In January 2021, de Silva was appointed as a fellow (subsequently named senior fellow) in the highly acclaimed Harvard University Advanced Leadership Initiative (ALI).  Peter spent eighteen months utilizing his deep leadership skills and passion for service to advance global social impact initiatives.  He was elected by his cohort to become a member of the ALI Coalition Advisory Committee of which he is still a member.  

Peter has corporate board experience, in strategy, audit, and risk management. He currently serves on the boards of IRALOGIX, Edelman Financial Engines, Infosel, Onepak, Prosper Marketplace, Inc., Fidelity Security Life Insurance and Fidelity Security Assurance Company. de Silva currently serves on the nonprofit boards of the CMTRF Research Foundation, MRI Global, UMASS Dartmouth Foundation, the Commonwealth Corporation, and the Robert W. Plaster Charitable Foundation.

Peter’s prior board service includes the National WWI Museum and Memorial, the Greater Kansas City Chamber of Commerce (board chair), the United Way of Greater Kansas City (Campaign Committee Chair, Tocqueville Society Chair), Park University, the Kansas City Symphony, the Civic Council of Greater Kansas City, the St. Louis regional Business Council, and Kansas City Public Television (KCPT). Mr. de Silva also served on the mayoral transition committee for Kansas City Mayor Sylvester James. de Silva currently holds FINRA Series 7 and 24 securities licenses and has passed the Securities Industry Essentials Examination.

Peter has been married to Michelle for over 33 years.  Together they have two grown daughters.  Peter’s hobbies include cycling, boating, history, politics, travel, fishing, reading, and leadership. 

 

LINKS: 

https://www.amazon.com/Taking-Stock-Leadership-Principles-Table-ebook/dp/B0BY9PB766/ref=sr_1_1?crid=1VU3YOGYTDH6Z&keywords=taking%20stock%20peter%20desilva%20book&qid=1679971058&s=books&sprefix=taking%20stock%20pe%2Cstripbooks%2C139&sr=1-1